Number of Shares
446,423.00
Current Holdings Value*
$24.59 Mil
% of Portfolio
1.51%
Total Estimate Gain
$3.84 Mil
% of Total Estimate Gain
6.72%

McKinley Carter Wealth Services, Inc.'s iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 446,423.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $24.59 Mil. This investment constitutes 1.51% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.17% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2021Q3. And since then McKinley Carter Wealth Services, Inc. has made 12 purchases of EMXC, at an average price of $55.57, for a total of 1.03 Mil shares. In addition, there have been 3 sales at an average price of $55.93 for 580,638.00 shares. Based on historical transaction data and EMXC's current price of $63.70, McKinley Carter Wealth Services, Inc.'s estimated gain on his EMXC holdings is $3.84 Mil, reflecting a 6.72% gain to date.

McKinley Carter Wealth Services, Inc. EMXC ($63.70) Holding Chart

McKinley Carter Wealth Services, Inc. EMXC ($63.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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